Pontchartrain Investment Management
-
2065 1st Street
Slidell, Louisiana 70458 - (985) 605-5066
- Website
Hours
Chamber Rating
-
Wendy Tynes
If you’re thinking about your financial future, I cannot say enough good things about Steve Kernahan I have heard him help people who are barely making ends meet all the way up to my 80ish-year-old parents with much success. He’s patient and goes over and above to help you reach your goals. He leaves no stone unturned when trying to help you with your future planning. His passion for making you successful shows in even his upfront free consultation. Thanks, Steve, for all you’ve done for my family. You’re a true professional and know exactly how to help people planning for their future!
Mar 5th, 2019 -
Angela Lamarque
Aug 11th, 2018 -
Menu Surgeon
Steve Kernahan, with Pontchartrain Investment Management in Slidell, is a fantastic financial adviser. I always come away from a meeting with him feeling better educated and confident in my financial future. I really got a sense of how much he cares about his clients and his community. I highly recommend Steve and the entire team at P.I.M.!
Jul 26th, 2018
About
Pontchartrain Investment Management
Pontchartrain Investment Management is a team of financial advisors with diverse backgrounds. Our common vision is to provide independent, comprehensive financial planning to help clients reach their goals. We're experienced in retirement planning, estate planning, insurance, and investment management. For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.
Contact Info
- (985) 605-5066
- [email protected]
- Website
Services
- Investment Management
- Financial Planning
- Retirement Accounts
- Legal and Estate Planning
- Trust Services
- Insurance
- Family and Lifestyle Planning
- Banking and Lending Consultation and Management
Specialities
- Portfolio Review
- Portfolio Management
- Risk Assessment
- Annuity Strategies
- Wealth Strategies
- Retirement Planning
- Estate Planning
- Tax Planning
- Social Security and Medicare Planning
- Roth Conversion Strategies
- Retirement Accounts
- Traditional IRAs
- Roth IRAs
- SEP IRAs
- Simple IRAs
- Beneficiary IRAs
- Individual 401k Plans
- Legal Counsel Coordination
- Legal Document Review
- Estate Settlement and Succession Insurance
- Gifting Strategies
- Charitable Planning
- Beneficiary Review
- Revocable Personal Trusts
- Irrevocable Personal Trusts
- Charitable Remainder Trusts
- Trustee Services
- Administrative Agent for Individual Trustees
- Trust Settlements
- Insurance Review
- Life Insurance
- Long-Term Care Insurance
- Disability Insurance
- Family Planning
- Education Planning
- Mortgage Consultations
- Home Equity Consultations
- Lending Consultations
- Deposit Rate Consultations
- Cash Management
- Liability Management
- Securities-Based Lending
Questions & Answers
Q What is the phone number for Pontchartrain Investment Management?
A The phone number for Pontchartrain Investment Management is: (985) 605-5066.
Q Where is Pontchartrain Investment Management located?
A Pontchartrain Investment Management is located at 2065 1st Street, Slidell, Louisiana 70458
Q What is the internet address for Pontchartrain Investment Management?
A The website (URL) for Pontchartrain Investment Management is: https://www.mypontchartrain.com
Q How big is Pontchartrain Investment Management?
A Pontchartrain Investment Management employs approximately 20+ people.
Q What days are Pontchartrain Investment Management open?
A Pontchartrain Investment Management is open:
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Q How is Pontchartrain Investment Management rated?
A Pontchartrain Investment Management has a 5.0 Star Rating from 3 reviewers.
Hours
Ratings and Reviews
Pontchartrain Investment Management
Overall Rating
Overall Rating
( 3 Reviews )Wendy Tynes on Google
If you’re thinking about your financial future, I cannot say enough good things about Steve Kernahan I have heard him help people who are barely making ends meet all the way up to my 80ish-year-old parents with much success. He’s patient and goes over and above to help you reach your goals. He leaves no stone unturned when trying to help you with your future planning. His passion for making you successful shows in even his upfront free consultation. Thanks, Steve, for all you’ve done for my family. You’re a true professional and know exactly how to help people planning for their future!
Angela Lamarque on Google
Menu Surgeon on Google
Steve Kernahan, with Pontchartrain Investment Management in Slidell, is a fantastic financial adviser. I always come away from a meeting with him feeling better educated and confident in my financial future. I really got a sense of how much he cares about his clients and his community. I highly recommend Steve and the entire team at P.I.M.!
Overall Rating
Overall Rating
( 3 Reviews )Write a Review
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